Qualcomm Customers Face Tightening DRAM and NAND Supplies Through Mid-2026
Memory-chip supply constraints are tightening across DRAM and NAND, squeezing consumer electronics manufacturers reliant on Qualcomm’s RF and baseband solutions. Capacity forecasts warn shortages will deepen through mid-2026, heightening input-cost pressures and risking shipment delays for smartphones and PCs.
1. Memory-Chip Shortage Intensifies
Global DRAM and NAND inventories have shrunk to multi-year lows as leading memory fabs run above 90% utilization, reducing wafer allocations available to consumer electronics makers.
2. Impact on Consumer Electronics
Extended lead times for both DRAM and NAND modules have delayed smartphone and PC production schedules, squeezing component margins for Qualcomm’s RF and baseband chipset customers.
3. Recovery Timeline
New capacity expansions at major memory foundries are slated to come online by mid-2026, but shortages are expected to persist through the first half of 2026 before supply begins to normalize.